DLHC

DLH Holdings Corp Cross-source read
IndustrialsCUSIP 23335Q100

Among active 13F managers last quarter, 3 opened and 1 added, while 4 reduced; the largest holder to move was Minerva Advisors LLC (+0.3%). Over the last 180 days, 1 insider bought and none sold, a net +$1.1M in open-market trades.

Tracked 13F holders
43
13 in Q2 2026 filings
13F value (tracked)
$38.2M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
4 adding · 4 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$1.1M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns DLHC?

43 tracked 13F filers · ranked by shares held

43 tracked 13F filers disclose a position in DLHC as of the latest SEC 13F filings, a combined $38.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Wynnefield Capital Inc3.7M
$21.4M
Held
Q1 2026
2Minerva Advisors LLC1.1M
$5.9M
+0.3%
Added · +3K sh
Q2 2026
3Vanguard Capital Management LLC441K
$2.6M
New filer
Inherited book · not a new buyer
Q1 2026
4Merit Financial Group, LLC252K
$1.3M
New
+252K sh
Q2 2026
5Dimensional Fund Advisors LP247K
$1.4M
−0.5%
Reduced · −1K sh
Q1 2026
6Renaissance Technologies LLC194K
$1.1M
−7.8%
Reduced · −17K sh
Q1 2026
7Geode Capital Management, LLC137K
$718K
−1.3%
Reduced · −2K sh
Q2 2026
8US Bancorp115K
$667K
Held
Q1 2026
9BlackRock, Inc.72K
$420K
+1.1%
Added · +811 sh
Q1 2026
10Vanguard Fiduciary Trust Co66K
$384K
New filer
Inherited book · not a new buyer
Q1 2026
11State Street Corp60K
$313K
Held
Q2 2026
12Fifth Third Bancorp50K
$292K
Held
Q1 2026
13Bridgeway Capital Management, LLC48K
$281K
−4.0%
Reduced · −2K sh
Q1 2026
14Morgan Stanley45K
$263K
−8.3%
Reduced · −4K sh
Q1 2026
15Northern Trust Corp36K
$211K
Held
Q1 2026
16Citadel Advisors LLC36K
$189K
−27%
Reduced · −13K sh
Q2 2026
17Proficio Capital Partners LLC30K
$158K
−22%
Reduced · −8K sh
Q2 2026
18Rothschild Wealth LLC29K
$153K
Held
Q2 2026
19LPL Financial LLC17K
$100K
New
+17K sh
Q1 2026
20Bank of New York Mellon Corp12K
$68K
−18%
Reduced · −3K sh
Q1 2026
21Susquehanna International Group, LLP10K
$60K
New
+10K sh
Q1 2026
22FMR LLC9K
$51K
+0.6%
Added · +57 sh
Q1 2026
23Vanguard Global Advisers, LLC4K
$21K
New filer
Inherited book · not a new buyer
Q1 2026
24NewEdge Advisors, LLC3K
$15K
Held
Q2 2026
25Northwestern Mutual Wealth Management Co3K
$15K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DLHC being bought or sold by institutions?

Last quarter, 3 funds opened a new position in DLHC and 1 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
1
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DLHC also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA12 funds$11.6B
Apple IncAAPL12 funds$8.6B
Microsoft CorpMSFT12 funds$5.8B
Alphabet Inc-CL AGOOGL12 funds$4.2B
Broadcom IncAVGO12 funds$3.6B
Alphabet Inc-CL CGOOG12 funds$3.5B
Meta Platforms Inc-Class AMETA12 funds$3.3B
Tesla IncTSLA12 funds$2.2B
JPMorgan Chase & CoJPM12 funds$2.2B
Mastercard Inc - AMA12 funds$1.9B
Palantir Technologies Inc-APLTR12 funds$1.8B
Eli Lilly & CoLLY12 funds$1.5B

Ranked by how many of DLHC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DLHC.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$1.1M
1 insider
Net · 180d
$1.1M
54 open-market transactions
DateInsiderRoleActionSharesValue
Sep 1, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)200$872
Aug 31, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)500$2K
Aug 28, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)500$2K
Aug 27, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)224$1K
Aug 26, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)500$2K
Aug 25, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)209$949
Aug 24, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)41$186
Aug 21, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)79$359
Aug 20, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)70$319
Aug 19, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)493$2K
Aug 18, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)1K$5K
Aug 17, 2026Mink Brook Asset Management LLC10% OwnerBuy (P)1K$5K

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
512
Insiders
Form 4 open-market
10+$1.1M
US House
STOCK Act trades
00$0
Sector rotation
DLHC is in Industrials, which smart money is rotating OUT OF
$1.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

13 tracked filers in Q2 2026 filingsstill filing
02958Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $2.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for DLHC

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Ask your agent what changed in DLHC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DLHC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DLHC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for DLHC. Filings are public domain, sourced to SEC EDGAR.